Method · 2 days ago
Head of Customer Success
Method is a company focused on redefining financial connectivity through innovative APIs. As the Head of Customer Success, you will architect and execute the post-sales engine that drives growth, establish systems and processes, and build relationships to enhance customer satisfaction and revenue retention.
BankingFinancial ServicesFinTechLendingPayments
Responsibilities
Build the CS Operating System – Design and manage the day-to-day operating cadence. Establish clear reporting structures for team OKRs, health scores, and cross-functional KPIs that provide transparent visibility into our book of business
Lead and scale the team – Build, mentor, and empower a high-performing customer success organization. Create the conditions for your team to thrive while moving from "manual heroics" toward repeatable, scalable workflows
Accelerate Time-to-Value – Own and relentlessly optimize the onboarding and implementation lifecycle. Remove bottlenecks to ensure customers realize ROI as quickly as possible and experience seamless success from day one
Become a trusted advisor – Develop deep expertise in customers' businesses, challenges, and objectives. Position Method as an essential strategic partner in their success
Define and enforce service standards – Establish clear SLAs for support and implementation. Build internal accountability loops that ensure consistent delivery of high-quality service
Champion customer insights – Serve as the voice of the customer internally. Quantify feedback and market signals, translating them into prioritized product and strategy recommendations that keep Method ahead of the curve
Qualification
Required
Seasoned leader with 10+ years in client-facing roles, including experience leading customer success strategies, managing fintech partnerships, working with API products, and building high-performing teams
Data-obsessed and systems thinker. You use data to support volume and SLA performance. You enjoy building the infrastructure (tooling, playbooks, dashboards) as much as the strategy
Commercially savvy – You understand CS as a profit center and are comfortable discussing NRR, churn cohorts, expansion pipelines, and the strategic priorities that fuel customer success
Self-starter and owner – Proactive, decisive, and naturally inclined to take initiative. You can manage complex situations by quickly mobilizing resources across the company
Proven track record in consulting, pre-sales, technical customer success, or similar roles demonstrating measurable operational and commercial impact
Naturally curious about emerging technologies and fintech trends, staying ahead of industry evolution
Exceptional collaborator who builds strong relationships across diverse teams and organizations
Preferred
Experience in finance or fintech industries
Track record in early-stage or startup environments
Familiarity with Linear, Retool, and modern CS tech stacks
Company
Method
Method Financial empowers real-time data and payment access for consumer liabilities.
Funding
Current Stage
Growth StageTotal Funding
$60.5MKey Investors
Emergence CapitalAndreessen Horowitz
2025-01-23Series B· $42M
2023-01-26Series A· $16M
2022-02-02Pre Seed· $2.5M
Recent News
2025-12-16
2025-05-29
Company data provided by crunchbase